Hide trades & prevent them from being re-imported
Interactive Brokers Import & Auto Sync
Import from Schwab
Export Trades
How to Move Transactions and Positions Between Portfolios
How to multi-sort tables
How delete a transaction
Editing trades
How can I delete trades from my account?
Grouping positions
Quickly Close or Expire a Position
Creating and managing Books
Handling Options During a Stock Split
Position Naming and Strategy Tracking
Position Audit
How to read a position
Automatic strategy categorization
Importing and Analyzing Trades
Calculating Total Cost
Log in to your WealthBee account.
You can import existing trades from your brokerage by using the Import Trades feature. For example, if you've imported trades from IBKR, you can start analyzing them immediately.
Go to the Positions Screen to view all your active positions.
You can analyze these trades by selecting them individually or as a group. Simply click on a trade or group multiple trades to view their aggregated data.
WealthBee aggregates data, such as realized profit, unrealized profit, and other metrics to help you monitor performance.
WealthBee is a trading journal and platform that helps you track your investments, monitor your portfolio, and analyze your performance. It is designed to be easy to use, intuitive, and powerful for both beginners and experienced investors.